See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,940 | $138,065-64.6% | $123,544-60.4% | $135,375-63.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.83% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,575 | $5,151-30.6% | $4,628-22.7% | $4,779-25.2% |
| Participant deferral / active EE | $7,367 | $6,799+8.4% | $6,426+14.7% | $5,609+31.4% |
| Admin fee / account holder | $127 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |